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| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.22% | | 5-Year Average Return: | 4.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.16% | |
Worst 1-Yr Total Return (2008): | 0.00% | |
Best 3-Yr Total Return (2005-7): | 2.81% | |
Worst 3-Yr Total Return (2004-6): | 1.53% |
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| 1-Year: | 9.60% | | 3-Year: | 5.40% | | 5-Year: | 3.89% | | 10-Year: | 4.48% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | PSMBX | Category | Diff | Index* | Diff | | Year To Date | 13.22 | 9.71 | 3.51 | 7.61 | 5.61 | | 1-Month | 0.88 | 0.67 | 0.21 | 1.29 | -0.41 | | 3-Month | 2.44 | 2.20 | 0.24 | 2.86 | -0.42 | | 1-Year | 16.10 | 11.11 | 4.99 | 11.63 | 4.47 | | 3-Year | 5.90 | 3.58 | 2.32 | 6.40 | -0.5 | | 5-Year | 4.32 | 3.39 | 0.93 | 5.49 | -1.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.21 | 7.66 | 1.55 | 7.06 | 2.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.21 | 4.29 | 3.92 | 7.94 | 0.27 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | PSMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.00 | -4.23 | 4.23 | | 2007 | | | 5.16 | 4.29 | 0.87 | | 2006 | | | 3.26 | 4.05 | -0.79 | | 2005 | | | 0.07 | 1.45 | -1.38 | | 2004 | | | 1.28 | 1.63 | -0.35 | | 2003 | | | 4.04 | 2.54 | 1.50 | | 2002 | | | 5.89 | 5.47 | 0.42 | | 2001 | | | 6.83 | 7.27 | -0.44 | | 2000 | | | 7.23 | 7.59 | -0.36 | | 1999 | | | 1.20 | 2.21 | -1.01 |
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| PAST QUARTERLY RETURNS (%) FOR
PSMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.58 | 4.46 | 3.97 | N/A | | 2008 | 1.86 | -0.54 | -2.33 | 1.07 | | 2007 | 1.43 | -0.16 | 1.74 | 2.07 | | 2006 | -0.10 | 0.18 | 2.34 | 0.81 | | 2005 | -1.14 | 1.57 | -0.42 | 0.07 | | 2004 | 1.68 | -2.09 | 1.77 | -0.04 | | 2003 | 1.62 | 2.27 | 0.11 | 0.00 | | 2002 | -0.65 | 1.55 | 2.98 | 1.92 | | 2001 | 3.22 | 0.95 | 3.87 | -1.30 | | 2000 | 1.40 | 1.19 | 2.36 | 2.10 | | 1999 | N/A | N/A | N/A | 0.18 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 108 | 418 | 25.84 | | 1-Month | 164 | 434 | 37.79 | | 3-Month | 194 | 433 | 44.80 | | 6-Month | 127 | 424 | 29.95 | | 1-Year | 70 | 418 | 16.75 | | 3-Year | 37 | 377 | 9.81 | | 5-Year | 64 | 313 | 20.45 |
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0.03% Nasdaq 
Performance
